Invesco India Equity Savings Fund vs DSP Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderate |
Asset Size (Cr) | ₹438 Cr | ₹438 Cr | ₹3501 Cr |
Min Investment | ₹1000 | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
Launch Date | 06 Mar 2019 | 06 Mar 2019 | 28 Mar 2016 |
Category | Equity Savings | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 469% | 469% | 444% |
Expense Ratio | 2.3 | 2.3 | 1.32 |
Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Kedar Karnik |
ISIN Code | INF205KA1023 | INF205KA1023 | INF740KA1439 |
Exits Load | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -0.6% | -0.6% | -0.7% |
6 Month | 6.32% | 6.32% | 4.19% |
1 Year | 2.61% | 2.61% | 5% |
3 Year | 10.77% | 10.77% | 9.76% |
5 Year | 9.14% | 9.14% | 10.77% |
SIP Return Analysis
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 1.36% | 1.36% | 0.73% |
1 Year | 4.41% | 4.41% | 4.93% |
3 Year | 10.91% | 10.91% | 9.99% |
5 Year | 9.71% | 9.71% | 9.66% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 8.84% | 8.84% | 8.8% |
3 Year | 8.03% | 8.03% | 8.61% |
5 Year | 9.62% | 9.62% | 8.09% |
Risk Management
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.62% | 5.62% | 3.74% |
Sharp | 0.81% | 0.81% | 0.95% |
Beta | - | - | - |
Alpha | - | - | - |
Fund Managers
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Kedar Karnik |
Total AUM | ₹24743 Cr | ₹24743 Cr | ₹32997 Cr |
Funds Managed | 19 | 19 | 11 |
Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 36.99 | 36.99 | 36.3 |
Large Cap | 43.88 | 43.88 | 54.14 |
Small Cap | 8.28 | 8.28 | 3.84 |
Mid Cap | 10.85 | 10.85 | 5.72 |
Sector Allocation
Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 33.84 | 33.84 | 32.36 |
Energy | 2.07 | 2.07 | 6.79 |
Technology | 6.41 | 6.41 | 4.25 |
Healthcare | 4.19 | 4.19 | 6.01 |
Consumer Defensive | 5.65 | 5.65 | 2.7 |
Industrials | 10.13 | 10.13 | 3.05 |
Financial Services | 20.61 | 20.61 | 25.73 |
Utilities | 2.86 | 2.86 | 3.09 |
Basic Materials | 6.95 | 6.95 | 3.59 |
Real Estate | 0.52 | 0.52 | 1.29 |
Consumer Cyclical | 5.63 | 5.63 | 7.5 |
Communication Services | 1.15 | 1.15 | 3.63 |
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